In this video we will show you how to create an RMA for a returned item and how to return the item to stock.

RMA’s, or Return Merchandise Authorisations, are created against orders when customers return an item or when orders need to be credited.

By creating an RMA you are able to track the progress of a returned item through the system, credit the customer if required and take the appropriate action against the stock item like returning the item to stock, selling it at a discount, writing it off or sending it off for repair.

Open the relevant order.

Select the ‘RMA or Credit’ tab on the side menu on the left side of the screen.

Select the items that will be credited by ticking the box next to the item and enter the quantity.

Select the reason and status for the RMA. In this example, the warehouse shipped the incorrect item and we are awaiting the return of product.

To advise your customer of the RMA number and return shipment instructions, you can use the email section at the bottom of the page. You have the option of adding canned responses to standardise the process. Tick the box to send your customer the email.

To issue an RMA number and to create the RMA in the system, select Save & Add RMA.

When the product has been received, and any necessary actions have been completed, select the outcome for the RMA. In this example, the item is new and unopened and is ready to be returned to stock. We will select the outcome “Return to Stock, issue credit”

To close the RMA, you need to select “Close RMA, Issue Credits & Generate Adjustment Note”, which will then create a credit on the customer’s account.

Once the RMA is closed, you can complete any of the following using the buttons at the bottom of the page:

Print or send adjustment notes to customers

Create an order from the RMA (allows you to quickly create an order for replacement goods)

Refund the value of the credit created from the RMA

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